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Serica Partners
Serica Partners was founded in 2016 by Benjamin Heller and Sarunas Simulynas, who together built a firm focused on helping technology companies expand...
Serica Partners
Serica Partners was founded in 2016 by Benjamin Heller and Sarunas Simulynas, who together built a firm focused on helping technology companies expand into or out of China. The firm's Chinese subsidiary, Serica China, was formed as a joint venture with Hakim Unique Group in March 2021 (per the firm). The firm's core service lines include financial advisory (M&A, joint ventures, deal flow, divestitures) and market representation (innovation sourcing, technology licensing, board governance, in-country support). Serica targets sectors such as healthcare, life sciences, clean technology, mobility, digital commerce, and fintech. Its geographic footprint spans North America, China, and Singapore, where the firm is headquartered. Client engagements range from entry and localization strategies (averaging $30,000 per project) to innovation strategies (averaging $60,000). Serica operates as a privately owned company headquartered in Singapore, with offices in Menlo Park and Shanghai. The team lists three named partners — Heller, Simulynas, and Duke Wang — along with an advisory board that includes executives from Accenture, Manulife, and the Royal United Services Institute. Hakim Unique Group, a Chinese conglomerate with a $32B market cap (per the firm), is a strategic partner. A structural differentiator is Serica's explicit independence and market neutrality — the firm's corporate structure and partnerships are designed to keep it fully independent and trade compliant. Unlike many cross-border advisors, Serica avoids sweat equity or commission-only models, operating on transparent retainer fees with published hourly rates for all consultant levels.
General information
Firm type
Family Office
Year founded
2016
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Menlo Park
Corporate office
Menlo Park, CA, United States
Additional offices
Shanghai, China
Principals
Benjamin Heller
Senior Partner
Sarunas Simulynas
Partner
Duke Wang
Lead Mediator and Financial Analyst
Sector focus
Frequently asked questions
Who runs investment decisions at Serica Partners?
Benjamin Heller, Sarunas Simulynas, and Duke Wang are the named partners. Heller oversees cross-border transactions and business development. Simulynas leads strategy and technical analysis. Wang manages the Chinese subsidiary and financial analysis.
How does Serica source proprietary deal flow?
Serica uses its Serica Launchpad network, which includes multinationals, state-owned enterprises, unicorns, investment firms, and startups in China. The firm's joint venture with Hakim Unique Group provides access to that conglomerate's portfolio and domestic infrastructure.
Is Serica structured as a single family office or does it operate more like a venture firm?
Serica describes itself as a global technology and financial advisory firm. It is not a family office in the traditional sense — it provides advisory services and market representation, not investment management. Its joint venture with Hakim Unique Group gives it a hybrid structure that includes access to a $32B conglomerate's resources (per the firm).
Does Serica participate in fund commitments or only direct deals?
Serica primarily provides advisory services — financial advisory (M&A, joint ventures, deal flow) and market representation (innovation sourcing, technology licensing, board governance). It does not disclose fund commitments or direct investment activities on its website.
What investment stages does Serica typically target?
Serica works with purpose-driven scaleups (companies past Series B), multinationals, and investment firms. Its strategy services are offered to companies at the entry, localization, or innovation stage, with average project costs between $30,000 and $60,000.
Which sectors does Serica explicitly avoid?
Serica does not publicly disclose any sectors it explicitly avoids. Its website lists six target sectors: healthcare, clean technology, mobility, digital commerce, fintech, and education.
Where does the underlying wealth come from?
Serica does not disclose its wealth origin. The firm is privately owned, and no individual or family is identified as the source of capital.
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